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Waldron Private Wealth’s Carvana CVNA Stock Holding History

Waldron Private Wealth’s Portfolio CVNA Stock Details CVNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-30,900
Closed -$1.26M – 332
2024
Q4 		$1.26M Buy
30,900
+15,470
+100% +$695K 0.05% 141
2024
Q3 		$537K Sell
15,430
-110
-0.7% -$3.16K 0.02% 239
2024
Q2 		$400K Sell
15,540
-475
-3% -$9.56K 0.02% 267
2024
Q1 		$282K Buy
+16,015
New +$195K 0.01% 324

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BlackRock
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GCP
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CIP
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LIM
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SHIM
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Viking Global Investors
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return